Picture of Phil Schaefer

    Phil Schaefer


    Check the background of this investment professional on FINRA's BrokerCheck

    About Phil

    Phil also dedicates much of his time to working with physician and dental professionals in Indianapolis and has given lectures and educational speeches to many residencies and fellowships at Indiana University and St. Francis.

    Phil graduated with a B.S. in Finance from Butler University in Indianapolis where he also was a four-year letter winner in Lacrosse. Previous employment includes a position with a financial planning firm in St. Louis where he served as a supervisor.

    Phil is involved in the community and dedicates his time to many organizations. Each spring he coaches Lacrosse and dedicates his time to the local youth and high school teams in Westfield.  He is also involved in his church and is an active member of NAIFA. Phil resides in Westfield with his wife, Kristin, their sons, Christopher, Evan, and Nicholas, and their daughters Kate and Ella.

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Phil Schaefer is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC, 900 E. 96th Street, Suite 300, Indianapolis, IN 46240, Tel: (317) 469-9999

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Arizona, Illinois, Indiana, Maine, Minnesota, Missouri, North Carolina, North Dakota, Ohio, Texas

    I am licensed to sell Securities Products in the following jurisdictions:
    Arizona, Delaware, Illinois, Maryland, Ohio, New York, Indiana, Missouri, New Jersey, Rhode Island, Wisconsin, Michigan

    Phil Schaefer , Indianapolis, IN

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